Aptus Capital Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Aptus Capital Advisors’s Portfolio DDWM Stock Details DDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.9K	Hold	1,470	–	–	﹤0.01%	1336
2026 Q1	$64.8K	Buy	1,470 +50	+4%	+$2.26K	﹤0.01%	1241
2025 Q4	$61.8K	Buy	+1,420	New	+$60.3K	﹤0.01%	1261

Other funds holding DDWM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Aptus Capital Advisors's DDWM Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree Dynamic International Equity Fund (DDWM) position steady in Q2 2026 at 1,470 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Aptus Capital Advisors first reported a position in DDWM in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Aptus Capital Advisors held 1,470 shares of WisdomTree Dynamic International Equity Fund worth $67.9K as of Q2 2026.
Aptus Capital Advisors left its WisdomTree Dynamic International Equity Fund share count unchanged in Q2 2026.
WisdomTree Dynamic International Equity Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1336 holding.
Aptus Capital Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q4 2025 and has held it in 3 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.